Who We Serve

Financial services firms
that run on data.

Trust companies, fund administrators, and wealth managers in Jersey and the UK. Firms whose operations depend on NavOne, Quantios Core, or Business Central — and who are not getting full value from those platforms.

Sectors

Jersey and UK
financial services.

Yitron is built specifically for firms operating in Jersey's financial services sector and the broader UK market. The platforms, the regulatory environment, and the operational challenges are ones we have worked in directly — not approached from the outside.

Jersey has a concentrated cluster of trust, fund, and wealth management businesses running on a small number of core platforms. That concentration creates demand for deep specialist knowledge that generalist consultancies do not have.

01

Trust Administration

Companies administering private client and fiduciary structures. Typically running NavOne or Quantios Core as their primary platform, with Business Central underneath — and significant manual effort in reporting, compliance screening, and regulatory submissions.

02

Fund Administration

Fund administrators handling NAV calculations, investor reporting, and regulatory filings across multiple jurisdictions. Data accuracy and auditability are non-negotiable — and manual assembly of reporting data carries real risk.

03

Wealth Management

Discretionary and advisory wealth managers with complex client structures, multi-currency portfolios, and consolidated reporting requirements across entities. Business Central and Quantios Core implementations that need to work harder.

04

Corporate Services

Corporate service providers managing company incorporations, registered office services, and statutory compliance across multiple jurisdictions. Data architecture challenges similar to trust administration — many entities, complex relationships, regulatory reporting obligations.

Who We Work With

The people dealing
with these problems.

Yitron engages with decision makers and operational leads — not IT departments alone. The problems we solve have business consequences, and fixing them requires the right people in the room.

Finance

Finance Directors

Responsible for the numbers. Dealing with reporting that takes too long to close, reconciliations that run to weekends, and data they cannot fully trust.

  • Month-end close time
  • Reporting accuracy
  • Regulatory submission confidence
  • Audit trail completeness
Operations

COOs & Ops Leads

Responsible for how the business runs. Dealing with processes that were configured years ago and never updated, and manual steps that consume senior time every cycle.

  • Process efficiency
  • Platform utilisation
  • Upgrade risk management
  • System integration gaps
Compliance

Risk & Compliance

Responsible for regulatory submissions and audit readiness. Dealing with FATCA, CRS, and CARF obligations that are still assembled manually — every year, at significant cost and risk.

  • FATCA / CRS / CARF automation
  • Audit trail and change logging
  • KYC / AML screening efficiency
  • Data quality for regulatory use
Technology

IT & Systems Leads

Responsible for platforms that work. Dealing with overdue BC upgrades, performance problems that nobody has traced to root cause, and integrations that break under load.

  • BC upgrade planning and execution
  • SQL Server performance diagnosis
  • Integration architecture
  • Platform health assessment
Common Ground

The platforms your
business runs on.

Most firms Yitron works with share a common technology foundation — NavOne or Quantios Core for trust and fund operations, Business Central for finance and ERP, and SQL Server underneath both.

The challenge is rarely that the platforms are wrong. It is that they are not configured, integrated, or maintained to deliver what the business actually needs from them.

Platform

NavOne / Quantios Core

The primary trust and fund administration platform across Jersey. Built on Business Central — most firms use only the surface layer.

ERP

Microsoft Business Central

Finance, approvals, document management, and integrations. Used by most firms in the sector — rarely to its full capability.

Database

SQL Server

The engine underneath NavOne, BC, and most data warehouse implementations in Jersey's financial services sector.

Automation

WhereScape RED

Data warehouse automation. Used by firms that need clean, auditable data pipelines for reporting and regulatory submissions.

Honest Scope

Who Yitron is
not right for.

Knowing who we cannot help well is as important as knowing who we can. Yitron is a specialist practice — not a broad IT consultancy. Some engagements are simply outside our scope.

Firms not running NavOne, Quantios Core, or Business Central
Our depth is on a specific stack. If your operations run on different platforms entirely, a generalist consultancy will serve you better.
Firms needing ongoing managed IT support
Yitron delivers defined-scope project and advisory work. Ongoing IT support, helpdesk, or infrastructure management sits outside that scope.
Business process redesign without a platform component
If the primary need is reviewing and redesigning business processes independently of any system, that is management consultancy work rather than technical consulting.
Firms looking for the lowest-cost option
Specialist expertise is not the cheapest option. It is the right option when the problem requires depth that generalists do not have.
Sound Familiar?

If this describes
your situation —

A 30-minute call is enough to understand whether there is a good fit. No charge. No obligation. We will tell you honestly whether we can help.

Book a Discovery Call

enquiry@yitron.co.uk +44 7829 800454 Jersey, Channel Islands